Add and manage clients

The client tab discloses an overview of all clients added to your system.

Add and manage clients

1. You may add clients by pressing add client and entering the client's name and corp reg. number.
2. Press proceed to save.
   
3. When a client is added to the system, you can select to add them to lists, and the corporate registration number will be autogenerated.
4. If you want to edit the information about a client, click on edit on the right side of the name. Here you can adjust the name and company registration number.
   
   

Remove a client

1. To remove a client, click on the Remove button and confirm the decision. Please note that it’s only possible to delete a client if it’s not connected to any list (open or closed).